Educating the Next Generation of Investors in MicroCap Stocks
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MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 900+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view only access. MicroCapClub’s m ...
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The emerging world of crypto and DeFi is riddled with developer speak, unnecessary jargon, and seemingly complex solutions that leave newcomers’ heads spinning. While much of what’s been created thus far may appear to be smoke and mirrors, crypto, DeFi, blockchain technology and the like are not going away. As a TradFi transplant myself, I understand that the learning curve is steep in this nascent space and am making a concerted effort to bridge the gap by bringing in the brightest across t ...
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The 2025 Turnaround in Canadian Cannabis with Mathieu Martin, Portfolio Manager at Rivemont MicroCap Fund
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52:14My guest on the show today is Mathieu Martin, Portfolio Manager at Rivemont MicroCap Fund. I've known Mathieu a long time, and he's a regular guest on the show. He's a generalist microcap investor who recently started exploring a sector many investors have written off entirely: Canadian cannabis. After years of avoiding the space due to its specula…
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Christian Schmidt is a full-time private investor based in Germany. His focus is on overlooked and underfollowed micro- and small-cap stocks, primarily in the U.S., Canada, U.K., and Australia. Christian’s strategy has produced a 32.8% CAGR since 2017. Christian is also the co-founder of Tracktacle.com, a real-time news, filing, and document search…
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BranchOut Food (BOF): An Emerging Player in the Natural Foods Space
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54:23Adam Wilk and Erik Voss have a conversation with Founder and CEO Eric Healy and CFO John Dalfonsi of BranchOut Food (BOF). This MicroCap Business Breakdowns discussion took place live on June 18th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/ BranchOut Food Inc. (Nasdaq: BOF) is an emerging player in the natural foods spa…
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Finding Asymmetric Opportunities in MicroCaps and Music Royalties with Jerome @UzoCapital
52:53
52:53
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52:53My guest on the show today is Jerome, Portfolio Manager at Uzo Capital. Jerome brings a unique lens to public equity investing—shaped by his experience on the equity trading floor at Merrill Lynch during the financial crisis, his global perspective, and a profitable venture in music royalties. In this episode, we dive into Jerome’s barbell investme…
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Constructing a Software Investing Thesis in the Age of AI with Ben Brostoff, Editor/Writer of the Stock Talk Newsletter
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49:43My guest on the show today is Ben Brostoff, software engineer at Klaviyo and the writer behind the Stock Talk newsletter on Substack. Ben has a fascinating perspective on investing—he started out in investment banking, taught himself to code, and now spends his free time researching microcap companies, especially in the software and tech space. In …
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Supreme PLC (SUP.L): A Leading Distributor in Fast Moving Consumer Goods
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53:53Adam Wilk and Sven Klass have a conversation with CEO Sandy Chadha of Supreme PLC (SUP.L). This MicroCap Business Breakdowns discussion took place live on June 5th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/ About Sven Klass: MicroCapClub: @Financial Skeptic X: https://x.com/FinSkeptic Supreme PLC (SUP.L) is an AIM-quot…
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MicroCap Investing is a Team Sport with Cameron @onecentinvest, Founder of Common Sense Investing
51:32
51:32
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51:32My guest on the show today is Cameron, Founder of Commonsense Investing and author of the Substack microcapstocks.substack.com. Cameron is a microcap investor focused on education, community, and a disciplined research process — bringing a common-sense approach to navigating this often volatile corner of the market. In our conversation, Cameron sha…
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Europe’s Hidden Gems: MicroCap Investing with Thomas Richard, CFA, Portfolio Manager at Philippe Hottinguer Gestion
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49:32My guest on the show today is Thomas Richard, CFA, Portfolio Manager at Philippe Hottinguer Gestion, based in Paris. Thomas has been diving deep into European microcaps – a market segment he describes as “so unloved and uncovered,” with unique inefficiencies and opportunities. In our conversation, Thomas lays out why Southern Europe – especially co…
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John LaGourgue Pitches NameSilo (URL.CN) at Planet MicroCap Las Vegas 2025
10:29
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10:29The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. John (@John LaGourgue) has been a member of MicroCapClub since 2015. Join MicroCapClub https://community.microcapclub.com Follow John on X: https://x.com/lagourgue1 MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies…
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David Polansky Pitches Red Violet (RDVT) at Planet MicroCap Las Vegas 2025
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12:25The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. David (@shortavacado) has been a member of MicroCapClub since 2022. Join MicroCapClub https://community.microcapclub.com Go to his website: https://immersioninvest.com/ MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap compa…
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Chris Krug Pitches Exel Composites (EXL1V.HEL) at Planet MicroCap Las Vegas 2025
8:30
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8:30The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Chris (@ckrug) has been a member of MicroCapClub since 2019. Join MicroCapClub https://community.microcapclub.com Follow Chris on X: https://x.com/chcap2016 MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $5…
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Geert Campaert Pitches EVS Broadcast Equipment (EVS.BR) at Planet MicroCap Las Vegas 2025
10:28
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10:28The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Geert (@geertcampaert) has been a member of MicroCapClub since 2016. Join MicroCapClub https://community.microcapclub.com Read Geert’s blog here: https://microcapexpert.substack.com/ Follow Geert on X: https://x.com/CampaertGeert MicroCapClub is an exclusive forum…
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Kris Tuttle Pitches CuriosityStream (CURI) at Planet MicroCap Las Vegas 2025
9:06
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9:06The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Kris (@IPO Candy) has been a part of MicroCapClub since 2023. Join MicroCapClub https://community.microcapclub.com Go to Kris’s website here: https://www.ipocandy.com/ MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap compan…
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Andrew Rem Pitches Research Solutions (RSSS) at Planet MicroCap Las Vegas 2025
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10:19The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Andrew (@Andrew Rem) has been a member of MicroCapClub since 2019. Join MicroCapClub https://community.microcapclub.com MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global mar…
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Artem Fokin Pitches Sofwave (SOFW.TA) at Planet MicroCap Las Vegas 2025
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10:29The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Artem (@Selen) has been a member of MicroCapClub since 2016. Join MicroCapClub https://community.microcapclub.com Go to Artem’s website at: www.Caro-Kann-Capital.com MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companie…
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Simply Better Brands (SBBC.V): The Team Behind the Growth of Trubar
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1:00:10Adam Wilk has a conversation with CEO Erica Groussman and Chairman Kingsley Ward of Simply Better Brands (SBBC.V / SBBCF). This MicroCap Business Breakdowns discussion took place live on May 6th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/ Simply Better Brands (soon to be renamed Trubar Inc.) is a CPG company that incuba…
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Jeff Kowal Pitches Tantalus Systems (GRID.TO) at Planet MicroCap Las Vegas 2025
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10:08The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Jeff (@valueseeker123) has been a member of MicroCapClub since 2016. Join MicroCapClub https://community.microcapclub.com MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global m…
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Planet MicroCap Podcast: LIVE! with Thomas Bachrach, Jason Hirschman, Whit Huguley + SPECIAL GUEST: Kevin Shea!
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56:33Today, I'm sharing with you our annual Planet MicroCap Podcast: LIVE! panel from the Planet MicroCap Showcase: VEGAS 2025 in partnership with MicroCapClub. Joining me this year are: Thomas Bachrach, PFH Capital Website: https://www.pfhcap.com/ Twitter/X: https://x.com/PFHCapital Jason Hirschman, Hudson 215 Capital Twitter/X: https://x.com/EightTrac…
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David Bastian Pitches Superior Industries (SUP) at Planet MicroCap Las Vegas 2025
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9:18The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. David (@Kingdomcapital) has been a member of MicroCapClub since 2021. Join MicroCapClub https://community.microcapclub.com You can view his website at https://www.kingdomcapitaladvisors.com/ Follow him on X https://x.com/kingdomcapadv MicroCapClub is an exclusive …
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Sebastian Krog Pitches Ascent Industries (ACNT) at Planet MicroCap Las Vegas 2025
10:56
10:56
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10:56The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Sebastian (@cinche61) has been a member of MicroCapClub since 2021. Join MicroCapClub https://community.microcapclub.com You can read his writings on his Substack https://treasure-hunting.co Follow him on X https://x.com/SebKrog MicroCapClub is an exclusive forum …
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SANUWAVE Health (SNWV): A Disruptive Razor-Blade Medical Device Company Growing 50%
1:06:25
1:06:25
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1:06:25Sebastian Krog joins Adam Wilk to have a conversation with Morgan Frank, CEO of SANUWAVE Health (SNWV). This MicroCap Business Breakdowns discussion took place live on April 16th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/ Sanuwave is a medical device company that markets UltraMIST, a low frequency, non-contact, non the…
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Laird Superfood (LSF): A Better-For-You CPG Pioneer
1:18:59
1:18:59
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1:18:59Olivier Colombo joins Adam Wilk to have a conversation with CEO Jason Vieth and CFO Anya Hamill of Laird Superfood (LSF). This MicroCap Business Breakdowns discussion took place live on April 2nd, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/ Laird Superfood is an emerging consumer products platform focused on manufacturin…
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PLBY Group, Inc. (NASDAQ: PLBY): Managing the Turnaround at Playboy
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54:14My guest on the show today is Ben Kohn, President and CEO of PLBY Group, Inc. (NASDAQ: PLBY). PLBY Group, Inc. is a global pleasure and leisure company connecting consumers with products, content, and experiences that help them lead more fulfilling lives. PLBY Group’s flagship consumer brand, Playboy, is one of the most recognizable brands in the w…
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KITS Eyecare (KITS.TO): The Fastest-Growing Optical Company to Achieve $150 million in Sales
1:20:27
1:20:27
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1:20:27Stephen De Beir joins Adam Wilk to have a conversation with Joseph Thompson, COO of KITS Eyecare (TSX: KITS / OTC:KTYCF). This MicroCap Business Breakdowns discussion took place live on March 12th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/ KITS Eyecare is a fast-growing e-commerce retailer of glasses, contacts and acce…
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Ascent Industries (NASDAQ: ACNT): Industrial Manufacturing Company Focused on Specialty Chemicals and Stainless Steel Tubular Products
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27:57
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27:57My guest on the show today is Brian Kitchen, President & CEO, Ryan Kavalauskas CFO of Ascent Industries Co. (NASDAQ: ACNT). Ascent Industries Co. is a company that engages in a number of diverse business activities including the production of specialty chemicals and industrial tubular products. Ascent will be joining us in Las Vegas, and I invited …
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BuildDirect (BILD.V): Omnichannel Flooring Disruptor with Pro-Driven Growth
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58:58
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58:58Mark Zaret from Teraz Fund joins Sean Iddings to have a conversation with CEO Shawn Wilson of BuildDirect (TSX-V: BILD, OTC: BDCTF). This MicroCap Business Breakdowns discussion took place live on March 6th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/ BuildDirect is focused on growing its presence in the North American f…
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The Electrification of Everything with John Rotonti, Portfolio Manager at Islamorada Investment Management
1:17:11
1:17:11
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1:17:11My guest on the show today is with John Rotonti, Portfolio Manager at Islamorada Investment Management. John very recently joined Islamorada Investment Management running their Industrial and Infrastructure portfolio, and he's been actively researching and dissecting about the electrification of everything plus anything housing related. We jump in …
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The Unintentional and Gradual Making of An Activist Investor with Denver Smith, Managing Partner & Chief Investment Officer at Carlson Ridge Capital
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54:33
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54:33My guest on the show today is Denver Smith, Managing Partner & Chief Investment Officer at Carlson Ridge Capital. We've done a number of episodes over the years on Activist Investing, and I'd say all the investors that end up going activist, it's a reluctant endeavour; they basically, with all the circumstances happening in that particular company,…
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Enterprise Group (E.TO): A Specialized Equipment and Power Provider with 40% EBITDA Margins
1:02:13
1:02:13
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1:02:13Jesse Gamble from Donville Kent Asset Management joins Adam Wilk to have a conversation with co-founder and President Desmond O’Kell of Enterprise Group (E.TO). This MicroCap Business Breakdowns discussion took place live on February 20th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/ About Enterprise Group: Enterprise Gro…
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Cleaning Up Unclean Stories, Numbers, Narratives, Nicotine Industry + Haypp Group with Devin LaSarre, Founder & Editor of Invariant
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53:02
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53:02My guest on the show today is with Devin LaSarre, Founder & Editor of Invariant. I've been following Devin for a while on social media, and invited him on to better understand his overall investing philosophy, and then specifically dig into an industry / idea a bit further. This episode I would say falls into the "ways of seeing" bucket, meaning, e…
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Locafy Limited (NASDAQ: LCFY): Focus on Location-based Digital Marketing
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38:02My guest on the show today is Gavin Burnett, CEO of Locafy (NASDAQ: LCFY). Locafy is a software-as-a-service technology company specializing in local search engine marketing. Founded in 2009, Locafy's mission is to revolutionize the US$700 billion SEO sector. SEO, also known as Search Engine Optimization, is phrase you have probably heard a million…
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Quality Business vs. Quality Investment, Kill Criteria, Dichotomy of Control + Zedcor $ZDC.V with Kyle Grieve, Host of We Study Billionaires
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55:06
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55:06My guest on the show today is Kyle Grieve, Host of We Study Billionaires Podcast on the Investor's Podcast Network. I've been a fan from afar and had the chance to hang with Kyle at our conference in Vancouver last year. We had a blast and thought we should bring that energy to the podcast. I wanted to learn more about his background and how he got…
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We (Investors / Shareholders) Will Find You with Adam Wilk, Founder & Portfolio Manager at Greystone Capital Management
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39:58
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39:58My guest on the show today is Adam Wilk, Founder and Portfolio Manager at Greystone Capital Management. I invited Adam back on to discuss an article he wrote back in August 2024 to explore the idea of investors/shareholders finding companies, in other words, delving deeper into a statement made famous by Buffett, "companies ultimately end up with t…
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A+ Capital Allocator, Inefficient, Fragmented Market with Valuation that Provides a Margin of Safety with Whit Huguley, Fund Manager at River Oaks Capital
56:53
56:53
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56:53My guest on the show today is Whit Huguley, Fund Manager at River Oaks Capital. I've known Whit for a few years now, first having met him at one of my own conferences in Vegas, and have gotten to know and appreciate Whit's investing style. He launched his Fund, River Oaks Capital, about 5 years ago now, and while he's in the middle of writing his a…
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Special Situations: Why Mispricing Exists, Why is the Market Wrong and Know Your Downside with Conor Maguire, Founder and Editor of the Value Situations Newsletter
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46:04
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46:04My guest on the show today is Conor Maguire, Founder and Editor of the Value Situations Newsletter on Substack. I've always enjoyed Conor's appearances on Yet Another Value Podcast pitching individual ideas, and invited him on here to share more about his background, fundamental investing philosophy, what an ideal investment looks like to him, inve…
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Kingsway Financial Services: Revolutionizing the Search Fund Model
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47:03
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47:03Sean Iddings joins full-time private investor Mark Vonderwell, to have a conversation with CEO J. T. Fitzgerald and CFO Kent Hansen of Kingsway Financial Services (KFS). This MicroCap Business Breakdowns discussion took place live on January 9th, 2024, on the MicroCapClub Community. https://microcapclub.com/join-now/ About Kingsway Financial Servic…
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A Conversation with Michael Melby of Gate City Capital Management
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1:24:14
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1:24:14Michael Melby is the founder and portfolio manager at Gate City Capital Management. Gate City has produced a 22.4% net annualized return since inception (September 2011), compared to 14.8% for the S&P 500. During this discussion we talk about Michael’s beginnings growing up in a small Montana town, education and early experience, launching his fund…
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MicroCap Year-End Review: Round Trips, Unexpected Winners, InfoArb, Raising Growth Capital + $TSSI $LFVN $ACFN $TATT with Maj Soueidan, GeoInvesting & MS MicroCaps
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1:44:24
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1:44:24My guest on the show today is Maj Soueidan, Founder and Editor at GeoInvesting. 2024 is in the books, and like every good podcaster, we had to do our version of a year-in-review, and in the MicroCap world, there's no shortage of things to cover. So much so, this might be Maj and I's longest pod ever - an hour and 40 minutes worth of mostly what I t…
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GARRRP: Growth at a Reasonable Reasonable…Reasonable Price with Roger Fan, Founder and CIO of RF Capital Management
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43:54
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43:54My guest on the show today is Roger Fan, Founder and CIO of RF Capital Management. Firstly, shout out to Chris Abbott from 1035 Capital for the introduction. Roger runs a long-biased investment firm in LA that invests primarily in equities, and focuses on nanocaps and special situations. Their objective is to compound at 15-20%+ over the long term …
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Harris Perlman is a private full-time investor focused mainly on microcap stocks. During this conversation we talk about a wide variety of topics. Join MicroCapClub and unlock the ability to listen and participate live in these discussions. https://microcapclub.com/join-now/ About Harris Perlman: MicroCapClub: @Harris Perlman – Member since 2014 X:…
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Research Solutions: The Bloomberg of Scientific Research
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58:55
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58:55Adam Wilk joins Avi Fisher, PM at Long Cast Advisers, to have a conversation with CEO Roy Olivier of Research Solutions Inc. (RSSS). This MicroCap Business Breakdowns discussion took place live on December 4th, 2024, on the MicroCapClub Community. https://microcapclub.com/join-now/ About Research Solutions: Research Solutions (NASDAQ: RSSS) is a ve…
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Conceptualizing the Future with Deiya Pernas, Co-Founder and Analyst at Pernas Research
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46:16
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46:16My guest on the show today is Deiya Pernas, Co-Founder and Analyst at Pernas Research. Growth, runway for growth, greenfield opportunities, current market penetration, competitive landscape: these are all concepts we need to think about when looking at MicroCaps, and we've talked at length on this show about. The idea, or the ability, to conceptual…
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Haypp Group - The Market Leader in Nicotine Pouches
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56:12
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56:12Adam Wilk joins Ebin Hirschman to have a conversation with CEO Gavin O'Dowd of Haypp Group AB (HAYPP.ST). This MicroCap Business Breakdowns discussion took place live on November 20th, 2024, on the MicroCapClub Community. https://microcapclub.com/join-now/ About Haypp Group: Haypp Group spearheads the global transformation from smoking to healthier…
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Buying and Operating Portfolio of Small Private Companies is Harder than it Looks with Colin King, Partner at Circle City Capital Group, Inc.
40:23
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40:23My guest on the show today is Colin King, Partner at Circle City Capital Group, Inc., and known as @valuedontlie on Twitter/X. I think we've all seen those memes and videos of folks who left their amazing job at Goldman Sacks to buy multiple small businesses, then of course, if you subscribe to their newsletter they'll show you how they did it. All…
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Game Selection, Repeated Exposure from Multiple Stakeholder Angles + Case Studies with Tristan Waine @hurdle_rate
53:16
53:16
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53:16My guest on the show today is Tristan Waine, better known as @hurdle_rate on Twitter/X and Editor, Author of the Hurdle Rate newsletter on Substack. We've talked many times here about the circle of competence, investing in what you know, looking at companies that produce goods or services that you actually consume, a style of investing, or more spe…
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Owning = Knowing, European Small/MicroCaps, Disassociating from FOMO + Shelly Group $SLYG Thesis with @mavix_leon
43:29
43:29
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43:29My guest on the show today is Leon, better known as @mavix_leon on Twitter/X, and writer/editor of Underfollowed Stocks Newsletter on Substack. As his publication indicates, Leon is all about finding underfollowed investing opportunities with little to no institutional following, a natural fit for our show here. I invited him on to better understan…
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Counter Cyclicality, Buying Scarce Assets, Inflation Protection + Cipher Thesis $CPH.TO with Dylan Marrello, @ragingbullcap
47:22
47:22
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47:22My guest on the show today is Dylan Marrello, better known as @ragingbullcap on Twitter/X. I've been following Dylan for a while now and wanted to invite him on to learn more about investing strategy, philosophy, and most interestingly, what investing themes he's looking at right now. As a natural contrarian, we jammed on a bunch of these ideas, in…
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In this conversation Ian Cassel sits down with Grant Williams. Grant is an accomplished writer, interviewer, speaker, and an all-around curious person. You can find his content on www.grant-williams.com Join MicroCapClub and unlock the ability to listen and participate live in these discussions. https://microcapclub.com/join-now/ Chapters: 00:00 Di…
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It’s Not Necessarily Bottom Fishing Looking at MicroCaps with Paul Cerro, CIO of Cedar Grove Capital Management
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39:25My guest on the show today is Paul Cerro, CIO of Cedar Grove Capital Management. Paul was recently on Andrew Walker's Yet Another Value Podcast having a conversation about Red Cat Holdings $RCAT - a company we actually interviewed, now way back in the day, in 2019 when they were still on the Pink Sheets. He did an awesome job on the show, and invit…
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MicroCap M&A: UGE Take Private - Why it Happened, Why Now, Lessons Learned with Nick Blitterswyk, CEO of UGE International
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40:25My guest on the show today is Nick Blitterswyk, CEO of UGE International. On May 29, 2024, UGE announced an arrangement agreement for going private transaction with NOVA Infrastructure Fund for an all-cash consideration of C$2.00 per common share, a 270% premium to the closing price of the common shares on May 28, 2024. The company officially close…
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